JSIZX
Price
$16.65
Change
-$0.08 (-0.48%)
Updated
Nov 20 closing price
Net Assets
2.1B
PAKYX
Price
$10.84
Change
-$0.03 (-0.28%)
Updated
Nov 20 closing price
Net Assets
41.17M
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JSIZX vs PAKYX

Header iconJSIZX vs PAKYX Comparison
Open Charts JSIZX vs PAKYXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$16.65
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets2.1B
Putnam Retirement Advantage Maturity R
Price$10.84
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets41.17M
JSIZX vs PAKYX Comparison Chart in %
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JSIZX vs. PAKYX commentary
Nov 21, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JSIZX is a Hold and PAKYX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. PAKYX (41.2M). PAKYX pays higher dividends than JSIZX: PAKYX (3.85) vs JSIZX (2.93). JSIZX was incepted earlier than PAKYX: JSIZX (17 years) vs PAKYX (5 years). PAKYX (2.30) is less costly to investors than JSIZX (1.13). PAKYX is a more actively managed with annual turnover of: 32.00 vs. JSIZX (12.00). JSIZX (0) and PAKYX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 8.77 vs. PAKYX (7.95). PAKYX return over 5 years is better than : 17.09 vs. JSIZX (6.60).
JSIZXPAKYXJSIZX / PAKYX
Total Expense Ratio1.091.2091%
Annual Report Gross Expense Ratio1.132.3049%
Fund Existence17 years5 years-
Gain YTD9.6338.229117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B41.2M5,100%
Annual Yield % from dividends2.933.8576%
Returns for 1 year8.777.95110%
Returns for 3 years27.9327.42102%
Returns for 5 years6.6017.0939%
Returns for 10 years17.93N/A-
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